Natalie is a Client Service Assistant who works side-by-side with the firm’s Wealth and Associate Wealth Advisors to ensure an excellent experience for clients. She works directly with custodians to execute client requests such as account openings and onboarding, money movement, and account maintenance.
She received her Bachelor of Business Administration from Berkley College and has seven years of experience in the wealth management field.
Outside of work, Natalie is a mom of two and enjoys crafting.
Awards & Honors
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